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ROK vs NDAQ

Comparison between Rockwell Automation Inc (ROK, Company) and Nasdaq Inc - 144A (NDAQ, Company).

ROK is from the Industrials sector, while NDAQ is from the Financial Services sector.

5-Year PerformanceROK has outperformed NDAQ, delivering a return of +12.0% compared to +10.5%

ROK vs NDAQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ROK
$51B
Winner
NDAQ
$51B
Max Drawdown
ROK
77.43%
Winner
NDAQ
68.48%
Sharpe Ratio
Winner
ROK
1.25
NDAQ
0.19
5Y Beta
ROK
1.23
Winner
NDAQ
0.80
Industry
ROK
Specialty Industrial Machinery
NDAQ
Financial Data & Stock Exchanges
P/E Ratio
ROK
42.65
Winner
NDAQ
26.99
Forward P/E
ROK
30.49
Winner
NDAQ
24.39
PEG Ratio
ROK
1.19
Winner
NDAQ
0.53
Dividend Yield
ROK
1.16%
Winner
NDAQ
1.22%
5Y Dividends CAGR
ROK
9.83%
Winner
NDAQ
10.58%
5Y EPS CAGR
ROK
7.65%
Winner
NDAQ
9.97%
Debt to Equity
Winner
ROK
73.06%
NDAQ
74.44%
Free Cash Flow Yield
ROK
2.45%
Winner
NDAQ
3.92%
P/S Ratio
Winner
ROK
5.76
NDAQ
9.45
P/B Ratio
ROK
14.41
Winner
NDAQ
4.27

ROK vs NDAQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ROK
+2.80%
NDAQ
-1.93%
3M
Winner
ROK
+18.39%
NDAQ
-0.81%
6M
Winner
ROK
+11.24%
NDAQ
-2.95%
1Y
Winner
ROK
+41.38%
NDAQ
+5.17%
5Y(CAGR)
Winner
ROK
+11.99%
NDAQ
+10.47%
10Y(CAGR)
ROK
+16.30%
Winner
NDAQ
+16.80%
Max(CAGR)
Winner
ROK
+15.18%
NDAQ
+13.78%

ROK vs NDAQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROKNDAQ
2026+12.84%-9.42%
2025+40.76%+26.99%
2024-4.97%+37.79%
2023+20.81%-4.32%
2022-22.76%-7.87%
2021+43.68%+61.01%
2020+24.31%+25.28%
2019+37.50%+34.81%
2018-22.29%+8.33%
2017+44.42%+17.53%
2016+35.88%+20.88%
2015-5.42%+23.66%
2014-2.42%+24.09%
2013+40.22%+56.95%
2012+13.64%+1.82%
2011-0.24%+1.66%
2010+53.66%+17.24%
2009+42.90%-24.15%
2008-50.32%-48.77%
2007+15.19%+59.59%
2006+3.63%-15.09%
2005+23.28%+246.61%
2004+45.43%+10.27%
2003+72.41%-7.81%
2002+19.46%-33.33%
2001+1.22%N/A
2000-1.07%N/A
1999+1.23%N/A

ROK vs NDAQ Drawdown Comparison

The maximum drawdown for ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 1168 trading sessions.

The maximum drawdown for NDAQ was -68.48%, occurring on Nov 20, 2008. Recovery took 1758 trading sessions.

The current ROK drawdown is -3.60%. The current NDAQ drawdown is -13.30%.

RankROKNDAQ
#1-75.84%
Apr 24, 2006 - Dec 10, 2010
-68.48%
Dec 26, 2007 - Dec 18, 2014
#2-46.74%
Apr 26, 2011 - Jul 18, 2013
-66.13%
Jul 9, 2002 - May 6, 2005
#3-45.09%
Dec 15, 2021 - Jul 13, 2023
-48.01%
Jan 30, 2006 - Nov 2, 2007
#4-44.80%
Jan 19, 2000 - Feb 25, 2002
-38.28%
Feb 4, 2020 - May 29, 2020
#5-42.36%
Feb 21, 2020 - May 26, 2020
-32.84%
Nov 5, 2021 - Jul 30, 2024
#6-34.84%
Jul 18, 2023 - Jul 1, 2025
-21.76%
Jan 16, 2026 - Feb 12, 2026
#7-32.71%
May 9, 2002 - Jan 10, 2003
-21.28%
Nov 25, 2005 - Jan 30, 2006
#8-30.40%
Jan 12, 2018 - Nov 15, 2019
-20.47%
Feb 6, 2025 - May 30, 2025
#9-28.41%
Jun 11, 2015 - Oct 21, 2016
-19.88%
Sep 4, 2018 - Jun 5, 2019
#10-26.65%
Feb 25, 2005 - Jan 6, 2006
-16.78%
Nov 6, 2007 - Dec 24, 2007
#11-22.47%
Jun 9, 2014 - May 18, 2015
-12.44%
Sep 2, 2020 - Jan 7, 2021
#12-22.08%
Jan 16, 2004 - Jun 25, 2004
-11.63%
Aug 11, 2025 - Dec 22, 2025
#13-18.72%
Feb 3, 2026 - May 5, 2026
-10.96%
Sep 2, 2016 - Feb 15, 2017
#14-18.56%
Jan 15, 2003 - May 30, 2003
-10.87%
Oct 11, 2005 - Oct 27, 2005
#15-11.89%
Sep 2, 2020 - Oct 8, 2020
-10.07%
Aug 18, 2015 - Oct 12, 2015

Correlation

Correlation between ROK and NDAQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

ROK vs NDAQ dividend yield comparison.

YearROKNDAQ
20260.62%0.31%
20251.36%1.08%
20241.77%1.22%
20231.54%1.48%
20221.76%1.27%
20211.24%1.00%
20201.65%1.46%
20191.94%1.73%
20182.42%2.08%
20171.59%1.90%
20162.18%1.80%
20152.61%1.55%
20142.15%1.21%
20131.77%1.31%
20122.13%1.56%
20112.11%0.00%
20101.78%0.00%
20092.47%0.00%
20083.60%0.00%
20071.68%0.00%
20061.58%0.00%
20051.42%0.00%
20041.33%0.00%
20032.32%0.00%
20023.19%0.00%
20012.98%0.00%
20002.14%0.00%
19990.53%0.00%

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